Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,301 | $88,710+41.2% | $81,783+53.2% | $145,959-14.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 30.43% | 1027.26%-996.8pp | 775.05%-744.6pp | 561.95%-531.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,661 | $4,645+215.6% | $4,320+239.3% | $6,689+119.2% |
| Admin fee / account holder | $5,327 | $8,407-36.6% | $7,380-27.8% | $13,398-60.2% |